|
5601
|
Moneywise Inc
Forest,
Virginia
|
$229M
|
-$11.4M
|
-5%
|
0.21%
|
58%
|
92
|
21.74%
|
|
|
5602
|
Abound Financial
Granite Bay,
California
|
$229M
|
-$29.5M
|
-11%
|
2.25%
|
–
|
291
|
7.9%
|
|
|
5603
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$229M
|
+$22.4M
|
+11%
|
4.24%
|
82.9%
|
202
|
86.14%
|
|
|
5604
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$229M
|
+$118M
|
+107%
|
0.31%
|
84.4%
|
29
|
48.28%
|
|
|
5605
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$229M
|
-$6.03M
|
-3%
|
7.21%
|
–
|
152
|
32.24%
|
|
|
5606
|
IRON Financial
Northbrook,
Illinois
|
$229M
|
+$11.3M
|
+5%
|
0.81%
|
51.4%
|
167
|
34.13%
|
|
|
5607
|
Cosmic Management
West Hollywood,
California
|
$229M
|
-$95.8M
|
-30%
|
26.2%
|
–
|
4
|
0%
|
|
|
5608
|
FNY Investment Advisers
New York
|
$229M
|
-$126M
|
-35%
|
1.63%
|
307%
|
1,226
|
59.46%
|
|
|
5609
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$229M
|
-$75M
|
-25%
|
36.4%
|
419%
|
62
|
67.74%
|
|
|
5610
|
Shelton Wealth Management
Fort Worth,
Texas
|
$229M
|
-$4.7M
|
-2%
|
0.57%
|
88%
|
190
|
41.05%
|
|
|
5611
|
Allie Family Office
Miami,
Florida
|
$228M
|
+$14.3M
|
+7%
|
0.96%
|
50.9%
|
111
|
16.22%
|
|
|
5612
|
My Personal CFO LLC
Vancouver,
Washington
|
$228M
|
-$11.3M
|
-5%
|
2.78%
|
67.3%
|
98
|
15.31%
|
|
|
5613
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$228M
|
-$1.66M
|
-0.7%
|
0.42%
|
68.1%
|
160
|
4.38%
|
|
|
5614
|
Chris Bulman
Roseville,
California
|
$228M
|
+$2.19M
|
+1%
|
1.21%
|
–
|
159
|
11.95%
|
|
|
5615
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$228M
|
+$150M
|
+191%
|
3.89%
|
–
|
2
|
50%
|
|
|
5616
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$228M
|
+$10.3M
|
+5%
|
0.48%
|
–
|
52
|
11.54%
|
|
|
5617
|
Union Savings Bank
Litchfield,
Connecticut
|
$228M
|
-$2.72M
|
-1%
|
0.36%
|
–
|
329
|
5.17%
|
|
|
5618
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$228M
|
+$13.3M
|
+6%
|
0.51%
|
–
|
123
|
14.63%
|
|
|
5619
|
Asset Planning Services Inc
Covington,
Louisiana
|
$228M
|
+$1.7M
|
+0.8%
|
2.82%
|
117%
|
35
|
0%
|
|
|
5620
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$228M
|
+$11.1M
|
+5%
|
1.09%
|
–
|
34
|
20.59%
|
|
|
5621
|
Ceera Investments
Bellaire,
Texas
|
$228M
|
-$30.9M
|
-12%
|
9.25%
|
47.9%
|
103
|
25.24%
|
|
|
5622
|
Forte Asset Management
Bedford,
New York
|
$228M
|
+$7.65M
|
+3%
|
1.15%
|
48.8%
|
79
|
11.39%
|
|
|
5623
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$228M
|
-$10.1M
|
-4%
|
0.18%
|
–
|
171
|
22.22%
|
|
|
5624
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$228M
|
+$10.9M
|
+5%
|
2.49%
|
–
|
60
|
5%
|
|
|
5625
|
Financial Futures
Brielle,
New Jersey
|
$228M
|
+$11.9M
|
+6%
|
0.32%
|
45%
|
79
|
21.52%
|
|